RIL

Rothschild Investment LLC Portfolio holdings

AUM $1.77B
1-Year Est. Return 20.27%
This Quarter Est. Return
1 Year Est. Return
+20.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.38B
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,296
New
Increased
Reduced
Closed

Top Buys

1
+$8.16M
2
+$7.73M
3
+$5.21M
4
PYPL icon
PayPal
PYPL
+$3.63M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.92M

Top Sells

1
+$5.12M
2
+$3.55M
3
+$2.27M
4
BA icon
Boeing
BA
+$1.96M
5
MSTR icon
Strategy Inc
MSTR
+$1.45M

Sector Composition

1 Technology 17.05%
2 Financials 13.05%
3 Healthcare 11.22%
4 Industrials 9.43%
5 Communication Services 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1376
$477 ﹤0.01%
+15
1377
$474 ﹤0.01%
+5
1378
$474 ﹤0.01%
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1379
$472 ﹤0.01%
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1380
$472 ﹤0.01%
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1381
$472 ﹤0.01%
+10
1382
$472 ﹤0.01%
+10
1383
$471 ﹤0.01%
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1384
$471 ﹤0.01%
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1385
$470 ﹤0.01%
+10
1386
$469 ﹤0.01%
+2
1387
$468 ﹤0.01%
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$465 ﹤0.01%
+3
1389
$464 ﹤0.01%
18
+15
1390
$463 ﹤0.01%
+5
1391
$461 ﹤0.01%
+5
1392
$460 ﹤0.01%
+10
1393
$460 ﹤0.01%
+5
1394
$455 ﹤0.01%
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1395
$452 ﹤0.01%
+20
1396
$447 ﹤0.01%
16
1397
$446 ﹤0.01%
+10
1398
$445 ﹤0.01%
+25
1399
$443 ﹤0.01%
+45
1400
$443 ﹤0.01%
15
54 55
56
57 58